By clicking on the Date, Activity Name or Client Name, this will take you through to Activity on the corresponding client's file.
Use the Date box to select the date range you'd like to show - this automatically defaults to all Pending Activities due in the last 2 weeks.
Use the Calendar Icon to schedule a new activity - this will bring an Activity pop-up.
Creating a New Activity
Activity Type : A dropdown selection of Activities you can indicate is available. Dropdown can be amended in the settings. Reach out to Tech Support if you'd like to customize your Activity Type selection.
Assigned To: You may elect someone and have this activity assigned to them. The dropdown list will show the list of Advisers loaded or has access to the CRM.
Client: Once completed, links to the client file will automatically update any changes to the client's activity timeline. This feature is marked as optional, allowing you to search for client names uploaded to the system.
Meeting: There are three types of meetings available for selection. If selected, the method of conducting the meeting will be recorded in the reports.
Location: This option is only available when 'In Person' is chosen as the meeting type.
Link To Calendar: This updated feature allows you to link the Activity to your Google Calendar / Outlook Calendar. Just tick the box.
You can Complete or Cancel the Activity by ticking the Completed box or clicking the Cancel Icon. This will remove the Activity from the Dashboard and add a note under the corresponding client file.
There are three places that you can view Activities;
Dashboard - Activities Widget (Refer to 'Dashboard & Taskbar Overview' for more information)
Client/Business File - Activity Timeline (Refer to 'Lead & Client Overview' for more information)
Activities - Taskbar
First of all - it is best to spend the time up front, structuring your Activities Searches to display the information that is most useful to see from the get go.
Use the cog in the right corner, next to the search and filter buttons to easily move the columns around into a view that suits your individual preferences - this will be saved for next time you log into the CRM. Use the icon on the right of the 'Column Selection' box to move them from Visible to Not Visible.
Sort by your chosen column (for example, click the 'Mobile' Column to sort numerically)
You can move the columns around manually also (not using the Column Selection section). Drag left or right to reorder
Resize the columns in this view by hovering over the right of the title until your cursor changes to the black resize cursor.
Filter Search Options: Assigned To, Created By, Adviser, First Name, Activity Status, Last Name, Adviser Status, Activity Created Date, Activity Due Date, Activity Completed Date
Column Selection Options: Assigned To, Adviser, Activity Type, Activity Name, Details, Created Date, Due Date, Completed Date, Cancelled Date, Activity Status
There are four ways that you can add a new Activity;
1. Dashboard - Activities Widget
2. Taskbar - New Activity button
3. Taskbar - Activities
4. Activity Timeline within the Client File
Required Fields in Blue (Type, Name, Time, Duration & Adviser)
Select 'Add new Activity' and enter information - assign this to yourself or a colleague and then assign this to a client also (to ensure that the note is saved against the client's file)
Important Fields to Note
Location: When a client is selected within an activity (or if the activity is created under the client's file), the client's noted Physical Address will auto-populate into the Location field, but it can be amended
Duration: This auto-populates to 60 minutes, but it can be amended
Appointment: Ticking this appointment will push an appointment through to your Calendar. You need to be subscribed to the assignees calendar and also signed into your own calendar for this to work. Please refer to 'Other Helpful CRM Tips' for further information
Complete, Cancel, Edit or Delete an Activity by clicking the three vertical dots at the end of the activity line
Completing an Activity: Once an Activity is completed, a note will save to the client's file under the Activity Timeline and this can still be searching using the Activity Status (selecting Completed)
Cancelling an Activity: You will be able to type notes as to why the Activity is being cancelled. Once an Activity is cancelled, a note will save to the client's file under Activity Timeline and this can still be searching using the Activity Status (selecting Cancelled)
Editing an Activity: You can select this option to bring up a pop-up with all Activity Details
Deleting an Activity: Once an Activity is completed, a note will save to the client's file under the Activity Timeline
Refer to the Documents section in the taskbar for your company specific documentation.
